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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-12 |
| TX | RA | APPROVED_RES | 2016-11-04 |
| WI | RA | APPROVED | 2002-06-12 |
Branch Locations
3913 W Prospect Ave Suite 301, Fox Valley, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Neenah | WI | 03/2002 | Present |
Name/Address: Keller Inc N216 State HWY 55 Start Date: 5/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Compensated Board Member; General Oversight Non Investment Related Name/Address: Xavier Foundation Board 101 E Northland Ave Appleton WI 54911 Start Date: 1/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Treasurer Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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